Veterans of Foreign Wars Berkeley Post 9503 (EIN 226104662) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

Francis Barger

Phone

7322692265

Tax Period

2024-07-01 to 2025-06-30

Veterans of Foreign Wars Berkeley Post 9503, founded in 1967, is a small nonprofit that reported $180K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $27K, a strong 15% operating margin.

Mission

Provide support for veterans, their families and local charities

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,156

Program Service Revenue $0

Investment Income $0

Other Revenue $149,600

TOTAL REVENUE $179,756

Expense Breakdown

Grants Paid $36,432

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $116,245

TOTAL EXPENSES $152,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,756	$156,975	+0.1%
Expenses	$152,677	$167,594	-0.1%
Net Income	$27,079	$-10,619	-3.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Barrow Sr	Commander	6.00	Director	$0	$0	$0
Danny Ortiz Jr	Sr. Vice Commander	4.00	Director	$0	$0	$0
Tom Morgano	Jr. Vice Commander	4.00	Director	$0	$0	$0
David Ballentine	Quartermaster	12.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$179,756	$152,677	$723,507	$27,079
2024	$156,975	$167,594	$696,427	$-10,619
2023	$212,181	$146,266	$707,046	$65,915
2022	$187,153	$122,722	$641,131	$64,431
2021	$126,402	$98,456	$576,699	$27,946
2020	$103,015	$96,340	$548,753	$6,675
2019	$127,420	$87,802	$542,078	$39,618

Veterans of Foreign Wars Berkeley Post 9503